You’ll explore how to uncover powerful operational insights by combining Excel’sreporting tools with Gen AI support. This session focuses on AR aging, AP vendoranalysis, sales trends, and employee analysis —the operational metrics CFOs rely...
You’ll learn how to transform static spreadsheets into dynamic, decision-enablingreporting. This session shows how to bring reports to life using Excel’s interactivefeatures—including dropdowns, slicers, conditional formatting, and tips...
You’ll learn how to shift from static spreadsheets to flexible, insight-rich reporting thattoday’s executives expect. You’ll understand the essential reporting structures (trend,comparative, and TTM), when to apply GAAP vs cost-center vs natural...
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will...
Peer review deficiencies and professional liability claims result from both audit and nonaudit services. Discuss best practices for avoiding legal liability and quality control concerns for various professional services public accountants offer.
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their...
Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented, and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the...
From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software solutions, our client's technology landscape is rapidly changing. Accordingly, as accounting professionals, we need to be...
In today's rapidly changing world, finance professionals are required to wear many hats, which are often the keys to the organization's success. On the one hand, they need to be abreast of the latest proven financial skills for making the best...
As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of...